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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,042 | $115,810-93.1% | $101,271-92.1% | $158,966-94.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.44% | 56.15%-63.6pp | 46.48%-53.9pp | 302.95%-310.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,304 | $4,958-33.4% | $4,371-24.4% | $5,983-44.8% |
| Admin fee / account holder | $381 | $7,248-94.7% | $5,948-93.6% | $11,250-96.6% |